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Driven by the subsidy for trading in old appliances, the home appliance industry is expected to show strong growth in Q3! november 11 shopping festival-related has become a new starting point for explosive performance.
①Under the consumer goods trade-in policy, the retail sales of household appliances and audio-visual equipment for households of quota-exceeding units increased by 20.5% in September, a significant acceleration of 17.1 percentage points compared to August, with smart home appliances growing at over 30%. ②On the other hand, the real "peak season" for appliance subsidies lies in the november 11 shopping festival-related brought by e-commerce platforms.
Cailian Venture Capital Platform | In September, the pace of investment and financing in the capital markets slowed down. Midea Group Co., Ltd. achieved an "A+H" listing......
①In September 2024, there were 36 disclosed financing events in the domestic consumer sector, a year-on-year decrease of 52.6%; according to the disclosed investment and financing amounts, the cumulative financing amount in the consumer sector in April was 2.746 billion yuan, a decrease of 18.3%. ② From a data perspective, both the quantity and amount of investment and financing in September remain at a low level, with the market investment enthusiasm tending towards rationality.
Contemporary Amperex Technology's net profit in Q3 increased by 6% year-on-year. Executives stated that production capacity utilization in Q4 is "more full", while the board secretary responded to the factory fire incident. | Interpretations
Contemporary Amperex Technology's Q3 net profit was 13.136 billion yuan, with a 6% increase compared to the previous quarter. During the performance interpretation meeting held on the night of the performance release, Nandu Times executives expressed their outlook on Q4 orders in this way; Executives responded to investor concerns such as the expected resumption of lithium carbonate production in Yichun and factory fires during the Q3 performance interpretation meeting.
Stable growth in profits! Contemporary Amperex Technology's net income in Q3 increased by 25.97% year-on-year | Financial Report Insights
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It is expected that relevant national authorities will establish a low-altitude economic regulatory bureau.
①The establishment decision has been approved, and the new bureau is currently in preparation; ② The low-altitude economy set up a dedicated bureau, which can better coordinate resources at all levels to promote industrial development.
The main theme is a mild recovery. The A-share semiconductor sector ushers in the trend of pre-increase. How will the future industry prosperity develop?
①15 semiconductor companies have forecasted their performance in the first three quarters, with 11 companies expecting growth and 2 turning losses around; ② The industry is gradually recovering, market demand is picking up, becoming the main theme of this round of performance optimism; ③ Some interviewees believe that in the second half of the year, perhaps only the market for mid-to-high-end chips is still doing well.